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Is Your Portfolio Keeping Up with Its Required Return?

June 1, 2019

For many decades, most endowments and foundations have been guided by a general 5% payout rule. However, a vast majority of organizations have not had a 10-year average return that met their long-term return objective for any period over the past decade. Based on today’s market environment, we estimate that a portfolio with a typical allocation that includes U.S. equities, developed and emerging markets equities, hedge funds, private equity, real estate, commodities, and fixed income would earn just over 6% over the next 10 years. We believe that it is possible for an endowment or foundation to earn a return of 7.5% over the next 10 years, but to do so they must employ niche investment strategies including yielding strategies, small buyouts, and avoid common behavioral mistakes that plague even the most seasoned institutional investors. At Sunpointe we are implementing investment solutions that can increase expected return but maintain or decrease volatility.

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